iShares Russell 2000 Index shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $962k | 4.4k | 220.95 |
| 2024-09-30 | $965k | 4.4k | 220.91 |
| 2024-06-30 | $998k | 4.9k | 202.90 |
| 2024-03-31 | $914k | 4.3k | 210.30 |
| 2023-12-31 | $872k | 4.3k | 200.72 |
| 2023-09-30 | $787k | 4.5k | 176.73 |
| 2023-06-30 | $834k | 4.5k | 187.26 |
| 2023-03-31 | $812k | 4.6k | 178.40 |
| 2022-12-31 | $812k | 4.7k | 174.38 |
| 2022-09-30 | $768k | 4.7k | 164.91 |
| 2022-06-30 | $714k | 4.2k | 169.40 |
| 2022-03-31 | $809k | 3.9k | 205.23 |
| 2021-12-31 | $1.0M | 4.7k | 222.44 |
| 2021-09-30 | $959k | 4.4k | 218.80 |
| 2021-06-30 | $983k | 4.3k | 229.24 |
| 2021-03-31 | $922k | 49 | 18816.33 |
| 2020-12-31 | $728k | 3.7k | 196.02 |
| 2020-09-30 | $560k | 3.7k | 149.89 |
| 2020-06-30 | $542k | 3.8k | 143.16 |
| 2020-03-31 | $433k | 3.8k | 114.52 |
| 2019-12-31 | $626k | 3.8k | 165.70 |
More positions owned by Sugarloaf Wealth Management
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